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Re-
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Re-forecasting KBIs using the Periods tab is a quick way to update your data. However, you may also find that you need to enter data on a daily basis, which is done in the Daily tab. After you have entered your data (in the Periods and/or Daily tabs) you will need to re-calculate the budget.
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Related Tasks | Contains other tasks that are performed or can be performed in this screen.
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Display | Allows you to choose which KBIs you wish want to view: Market Segments, Revenue Centers or Other KBIs. After you have selected which KBIs you wish want to view, other context-sensitive filters appear which help you to further narrow down what you wish want to view. |
Show | Allows you to choose whether you wish to viewView/edit units or rates, or whether you want to view the data totals.
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Year | Allows you to select the year that you wish want to view. |
Period | Allows you to choose the Select a starting period for the 30-60-90 forecast and view data beginning with that period. |
Filters | Allow you to narrow down the data. This field is dependent on the choice you made in Display. |
Period | This tab allows you to enter data by period. Data is then distributed across the days of the period based on the KBI distribution tables (if configured) or straight-lined (if distribution tables are not configured). |
Daily | Allows you to enter data by day. You can use the Rate Wizard or Adjustment Wizard to automate this process if you choose.
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- Choose the 30-60-90 tab on the main screen.
- Click the link for Re-Forecast KBIs.
- Select Populate Forecast from the Related Tasks menu.
- Select the datasets you wish want to use to populate the 30-Day, 60-Day and 90-Day columns (Note: If this is the first usage of the year, select Working Dataset for each).
- Select the appropriate Filter by, Market Group/Revenue Center, and/or Type. Note: the available selections change depending on your filtering selection.
- Click OK.
Re-Forecasting by Periods
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- Choose the 30-60-90 tab on the main screen.
- Click the link for Re-Forecast KBIs.
- Select the Period tab.
- Select a Display type from the drop-down list.
- Select Units, Rates, Revenue or All from the Show drop-down list.
- Select a Year and a Period.
- Narrow the data list by making selections in any filters that may appear.
- Locate the appropriate period for the KBI you wish want to edit and enter the new data.
- Repeat Steps 4-9 for each forecast period you wish to edit.
- Click Save.
- Select Re-Calculate Forecast from the Related Tasks menu and proceed to Re-Calculating the 30-60-90 Forecast.
Re-Forecasting by Day
To re-forecast KBIs by day:
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- Choose the 30-60-90 tab on the main screen.
- Click the link for Re-Forecast KBIs.
- Select the Daily tab.
- Select a Display type from the drop-down list.
- Select Units, Rates, Revenue or All from the Show drop-down list.
- Select a Year.
- Select the Period for which you wish the 30-, 60-, 90-day forecast to begin.
- Select the period (30-, 60-, 90-day) you wish to Editedit.
- Narrow the data list by making selections in the filters that appear.
- Determine if you are going to enter data manually or use the Value and/or Adjustment Wizards.
- If you are entering data manully, proceed to Step 10.
- If you are using the Value Wizard, proceed to Using the Value Wizard.
- Proceed to using the Using the Adjustment Wizard, if appropriate.
- Locate the appropriate day and date for the KBI you wish want to edit and enter the new data in the Units and Rates fields.
- Repeat Steps 4-11 for each forecast day you wish to edit.
- Click Save.
- Select the Re-Calculate icon from the Related Tasks menu and proceed to Re-Calculating the 30-60-90 Forecast.
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